Onpipeline

Onpipeline is an intuitive cloud-based CRM (Customer Relationship Management) software designed to help businesses automate their sales processes, track leads, manage pipelines, and close more deals efficiently. Tailored for sales teams of all sizes, Onpipeline empowers users with real-time deal tracking, customizable pipelines, and seamless customer communication tools — all in one easy-to-use platform.

Customizable Sales Pipeline Management

At the core of Onpipeline is its powerful sales pipeline management functionality. Users can create multiple pipelines tailored to different products, services, or sales teams. Each pipeline can be customized with specific stages to match the company’s sales workflow. This visual representation makes it easy to monitor the status of each deal, prioritize opportunities, and forecast revenue with confidence.

Centralized Contact & Lead Management

Onpipeline offers robust contact management tools that centralize customer data in a secure and organized way. Businesses can store detailed contact profiles, including communication history, notes, custom fields, and file attachments. Leads can be captured from web forms or APIs and automatically assigned to sales reps, ensuring timely follow-up and consistent customer engagement.

Activity Tracking and Scheduling Tools

With built-in task and activity tracking, sales teams can plan and execute their daily operations efficiently. Onpipeline allows users to schedule meetings, set follow-up reminders, and log sales activities like phone calls, emails, and notes. Automated reminders and calendar integrations help prevent missed opportunities and ensure accountability across the team.

Automation to Boost Productivity

Onpipeline reduces manual work through powerful workflow automation features. Users can automate repetitive actions like sending follow-up emails, assigning tasks, or updating deal stages based on triggers. This allows sales reps to focus on building relationships and closing deals instead of managing administrative tasks.

Quoting, Invoicing, and Revenue Tracking

The platform includes integrated quote and invoice generation tools that streamline the proposal and billing process. Sales teams can send professional quotes, track approvals, and convert them into invoices in just a few clicks. Onpipeline also supports recurring revenue tracking, making it ideal for subscription-based or service-based businesses.

Inventory and Stock Management

For businesses managing physical products, Onpipeline provides basic inventory management capabilities. Sales reps can check real-time stock availability and manage items through a unified interface. This reduces the risk of overselling and ensures accurate order fulfillment.

Online Appointment Booking

Onpipeline includes an appointment booking system that allows prospects and clients to schedule meetings directly from a public calendar link. Customizable time slots, automated confirmations, and SMS or email reminders improve show-up rates and simplify scheduling for busy teams.

Web Forms and Lead Capture

Capture leads directly from your website using Onpipeline’s online form builder. These forms can be fully branded and embedded across landing pages to automatically feed new leads into the CRM. Combined with source tracking, this feature provides insight into which marketing channels are delivering the best results.

Seamless API Integration and Customization

Onpipeline offers a flexible API for integration with third-party tools, internal databases, and automation platforms. Businesses can tailor the CRM experience with custom fields, renamed labels, and role-based access controls. The system is designed to scale with your needs while fitting seamlessly into your existing tech stack.

User-Friendly Interface with Minimal Learning Curve

One of Onpipeline’s strongest advantages is its clean and intuitive interface. The platform is designed for ease of use, making it accessible even to non-technical users. Minimal training is needed, allowing teams to get up and running quickly.

Ideal for small to mid-sized businesses, Onpipeline CRM delivers a complete sales solution with automation, lead tracking, and performance monitoring — all in a centralized platform. Whether you're selling products, services, or subscriptions, Onpipeline helps close more deals with less effort.